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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1476	SNS Financial Group Minneapolis, Minnesota	$208K	+$200K	1	0.08%	New
1477	PM Parametrica Management Wanchai, Hong Kong	$207K	+$171K	1	1.57%	New
1478	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$206K	$0	1	0.17%	Maintained
1479	RAM Redmond Asset Management Henrico, Virginia	$205K	+$195K	1	0.1%	New
1480	SIC Shoker Investment Counsel Oxford, Ohio	$202K	+$195K	1	0.18%	New
1481	NCA NCM Capital Advisers Durham, North Carolina	$201K	$0	1	0.3%	Maintained
1482	TFA Toth Financial Advisory Leesburg, Virginia	$197K	-$1.6K	1	0.07%	Reduced
1483	SSG Summit Securities Group New York	$195K	+$158K	3	0.07%	Increased
1484	CAL Capital Advisors Ltd Shaker Heights, Ohio	$193K	$0	2	0.11%	Maintained
1485	MIC MU Investments Company Tokyo, Japan	$193K	$0	2	0.09%	Maintained
1486	TCM Tradewinds Capital Management Bellingham, Washington	$190K	-$18.4K	3	0.14%	Reduced
1487	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$184K	$0	6	0.13%	Maintained
1488	QI Quotient Investors New York	$181K	+$177K	1	0.04%	New
1489	BAM Brave Asset Management Summit, New Jersey	$180K	-$222K	3	0.13%	Reduced
1490	MMG Monetary Management Group St Louis, Missouri	$177K	+$95.2K	1	0.08%	Increased
1491	JIC Joel Isaacson & Co New York	$176K	+$12.8K	2	0.05%	Increased
1492	NME Notis-McConarty Edward	$175K	-$59.4K	1	0.12%	Reduced
1493	PSC Prentiss Smith & Co Brattleboro, Vermont	$175K	+$150K	2	0.09%	Increased
1494	SGAM Smith Group Asset Management Dallas, Texas	$173K	-$2.32M	1	0.01%	Reduced
1495	CIA Capital Impact Advisors Boston, Massachusetts	$162K	+$172K	1	0.12%	New
1496	PWP Private Wealth Partners Mill Valley, California	$156K	$0	1	0.03%	Maintained
1497	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$153K	-$5.77K	9	0.09%	Reduced
1498	NES New England Securities New York	$152K	+$35K	7	0.05%	Increased
1499	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$148K	+$136K	4	0.03%	Increased
1500	RIA Regal Investment Advisors Kentwood, Michigan	$148K	-$31.8K	2	0.05%	Reduced